Investor Letters
Iolite Patners: Thoughts On Investing In A Negative Yield Environment
IVA International Fund 2Q15 Commentary
Omega Advisors, Inc. Up 2.3% YTD; Benefits From Macro Bets And Short Positions
Hugh Hendry June Returns Hurt By China Crash
Ariel Focus Fund Q2 2015 Commentary
GoodHaven Fund H1 Letter: Hurt By Energy Investments
Steven Romick's FPA Crescent Fund 2Q15 Commentary – No Value To Find
The Gabelli ABC Fund: M&A – "The Deal Fund"
Longleaf Partners Fund 2Q15 Commentary: Long Chesapeake, Vivendi, CONSOL
JDPI 2Q15 Letter To Investors – Value In NOLs
Kovitz Investment Management – Summer 2015 Investor Letter
Donville Kent: Where Is The Growth?
Hotchkis & Wiley Large Cap Diversified Value 2Q15 Commentary
Weitz Value Fund 2Q15 Commentary: Long Baker Hughes
Grey Owl Capital Management 2Q15: Bond Bubble: The Bigger Short?
Saving SeaWorld: Moats, Whales, Sharks And Remoras
Ron Muhlenkamp Q3: Investor Credit Vs S&P 500
Dodge & Cox Global Stock Fund 2Q15 Commentary

